Core Insights - Robinhood Markets, Inc. is positioned to potentially continue its earnings-beat streak, having surpassed earnings estimates by an average of 23.96% over the last two quarters [1][5]. Earnings Performance - For the most recent quarter, Robinhood reported earnings of $0.31 per share, falling short of the expected $0.37 per share, resulting in a surprise of 19.35%. In the previous quarter, the company exceeded the consensus estimate of $0.42 per share by reporting $0.54 per share, achieving a surprise of 28.57% [2]. Earnings Estimates and Predictions - Estimates for Robinhood have been trending higher, supported by its history of earnings surprises. The stock currently has a positive Zacks Earnings ESP of +1.72%, indicating increased analyst optimism regarding its near-term earnings potential [5][8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong likelihood of another earnings beat, with historical data indicating that stocks with this combination beat consensus estimates nearly 70% of the time [6][8]. Earnings ESP Explanation - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions. This metric is crucial for predicting earnings performance [7][9].

Core Viewpoint - Boston Scientific (BSX) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a strong history of exceeding expectations [1][6]. Earnings Performance - The company has a solid track record of surpassing earnings estimates, with an average surprise of 9.82% over the last two quarters [2]. - In the last reported quarter, Boston Scientific achieved earnings of $0.75 per share, exceeding the Zacks Consensus Estimate of $0.67 per share by 11.94% [3]. - For the previous quarter, the company reported earnings of $0.70 per share against an expectation of $0.65 per share, resulting in a surprise of 7.69% [3]. Earnings Estimates and Predictions - Recent estimates for Boston Scientific have been trending upward, indicating positive sentiment among analysts [6]. - The Zacks Earnings ESP for the company is currently +0.88%, suggesting increased bullishness regarding its near-term earnings potential [9]. - The combination of a positive Earnings ESP and a Zacks Rank of 2 (Buy) indicates a strong likelihood of another earnings beat [9]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 (Hold) or better have a nearly 70% chance of producing a positive surprise [7]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [8].

Core Viewpoint - BlackRock is well-positioned to continue its earnings-beat streak in the upcoming report, having surpassed earnings estimates consistently in recent quarters [1][5]. Earnings Performance - In the last reported quarter, BlackRock achieved earnings of $11.3 per share, exceeding the Zacks Consensus Estimate of $10.25 per share by 10.24% [2]. - In the previous quarter, the company was expected to post earnings of $11.27 per share but delivered $11.93 per share, resulting in a surprise of 5.86% [2]. Earnings Estimates and Predictions - Estimates for BlackRock have been trending higher, supported by its history of earnings surprises [5]. - The stock has a positive Zacks Earnings ESP of +7.25%, indicating increased analyst optimism regarding its near-term earnings potential [8]. - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) suggests a strong possibility of another earnings beat [8]. Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. Upcoming Earnings Report - BlackRock's next earnings report is anticipated to be released on July 15, 2025 [8].

【导读】荣耀公司转型AI终端生态公司首款旗舰产品荣耀Magic V5发布 7月2日晚间，荣耀公司发布轻薄折叠旗舰手机荣耀Magic V5，成为其转型AI终端生态公司的首款旗舰产品。 荣耀公司CEO李健表示，荣耀Magic V5搭载了阿里巴巴基于通义千问打造的高德、飞猪旅行等两个智能体，是可以让用户体验更加智能化、个性化的AI 智能体手机。 具体来看，荣耀Magic V5采用全新的AI交互方式，可以实现"一语PPT、一语编程、一语搜索、一语传送、一语打车、一语识物、一语看屏、一语记忆"等 八大一语AI应用。 "释放PC（电脑）级的生产力。"李健表示，荣耀Magic V5可以实现从被动响应到主动服务的转变，从而打破应用与场景的限制，开启高效便捷的智慧生 活办公体验。 同时，荣耀公司与合作伙伴一同提升主动服务的AI生态体验，包含"智慧办公、智慧生活、智慧出行、智慧陪伴、智慧车联、智慧家居、智慧服务"等七大 AI生态。 这是阿里巴巴首次整合大模型和垂直场景智能体并应用于智能手机终端，而合作方荣耀公司是中国前五大手机厂商之一，当前正在持续提升AI含量。 打造"最强AI智能体手机" 据悉，荣耀公司有意将荣耀Magic V ...

当资本开始为亏损买单：一场重构科技估值体系的深度博弈 一、政策破壁：亏损IPO背后的制度嬗变 2025年6月30日，科创板单日受理5家企业IPO，募资总额150亿元。这场看似寻常的资本动作，实则暗藏中国科技产业估值逻辑的重构密码： 亏损企业占比40%：摩尔线程（三年亏50亿）、沐曦股份（年亏14亿）闯关成功 研发投入成新"硬通货"： → 摩尔线程研发费率309%（2024年） → 沐曦股份营收3年暴增4074%（芯片流片驱动） 上市标准颠覆性变革：两家企业选择"市值+营收"新规（放弃盈利要求），印证证监会**"科创板八条"** 落地 政策深意：上海证券交易所内部人士透露，此次批量受理标志着 "技术变现周期容忍度" 正式纳入上市审核体系，为国产替代攻坚战打开资本输血通道。 摩尔线程： 二、硬科技突围的三重军备竞赛 1、技术攻坚：GPU国产化的"双雄路径" 维度 摩尔线程 沐曦股份 技术锚点 全功能GPU架构 7nm高性能计算GPU 破局场景 AI数字孪生（车企订单超5亿） 超算中心（签约国家实验室） 致命短板 制造依赖台积电 软件生态薄弱 沐曦MXN系列GPU实测算力达英伟达A100的82% 2、资本输血：研发 ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for moment ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...